Retirement Plan Specialist

2 weeks ago

Rajahmundry, Andhra Pradesh, India beBeeInsurance Full time ₹ 2,50,000 - ₹ 5,00,000

We are seeking a skilled insurance professional to join our team in providing customized 401(k) plans for clients. This role involves analyzing client data, identifying areas for improvement in retirement planning and implementing effective solutions.

About the Job
  • Key Responsibilities:
  • Analyze client data to identify trends and opportunities in retirement planning.
  • Develop and implement tailored 401(k) plans that meet client needs and goals.
  • Communicate complex plan details effectively to clients ensuring their understanding and satisfaction.
  • Maintain accurate records of client interactions and plan progress.
  • Requirements:
  • Demonstrate strong analytical and communication skills with ability to work independently and collaboratively as part of a team.
  • Showcase knowledge of US Retirement (401k) regulations and industry best practices.
  • Earn competitive salary package and benefits with opportunities for professional growth and development.
Benefits and Opportunities

This is an excellent opportunity for experienced insurance professionals looking to take their career to the next level. We offer a dynamic and supportive work environment, with opportunities for personal and professional growth.

Apart from your compensation and benefits package you can expect SLA/KPI adherence and collaboration with other departments in an environment where professionalism, respect and integrity are highly valued.

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